Payments

Connect Stripe for patient payments

Link your clinic Stripe account to take payments online, save cards on booking, and sell gift vouchers.

GDPR and the Data Processing Agreement

Accept the DPA before taking patient payments or enabling the Developer API.

Order and use a card reader

Take in-clinic card payments with a Stripe Terminal reader linked to your connected account.

Take payment at reception (POS)

Ring up treatments and products, apply discounts or account credit, edit line totals, and collect by card or cash.

Issue account credit

Add goodwill or correction credit on a patient card so reception can apply it at Sales checkout.

Void or refund an invoice

Void a mistaken sale, and refund card payments via Stripe Connect when the invoice was paid online or at the till.

Set up VAT

Turn on VAT registration and add your VAT number so new services and products default tax correctly.

Reorder previously purchased products at checkout

When a patient is at the till, Sales shows products they have bought before — tap a card to add it to the basket.

Manage retail stock

Add retail products, track quantities per location, run a stock take, and sell items in Sales (POS).

Professional stock in Clinic Membership

View and adjust Documenti professional products from Stock — stock takes, reorder levels, and when to open Documenti for batches.

Stock suppliers

Create suppliers and assign retail and professional products so stock lists show where each item comes from.

Stock settings and low-stock alerts

Choose who gets low-stock emails per location, optional Documenti tasks, clinic mapping, postage, and CSV import.

Stock reports

Run retail and professional stock level and movement reports from Dashboard & reports.

Create discounts for Sales (POS)

Set up preset percentage or fixed discounts, then stack an optional extra £ off at checkout.

Send a payment link to a patient

Email a secure pay link from Sales, Invoices, or the calendar when you need payment later.